WCM
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Windsor Capital Management’s JPMorgan BetaBuilders US Mid Cap Equity ETF BBMC Stock Holding History

Windsor Capital Management’s Portfolio BBMC Stock Details BBMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265K Buy
+2,199
New +$276K 0.07% 114

Other funds holding BBMC

PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Windsor Capital Management's BBMC Position: Q3 2026 in Review

Windsor Capital Management opened a new position in JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) in Q3 2026: 2,199 shares worth $265K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

6 funds tracked by Wall St. Rank hold BBMC as of Q3 2026.

  • Windsor Capital Management held 2,199 shares of JPMorgan BetaBuilders US Mid Cap Equity ETF worth $265K as of Q3 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF was a new Windsor Capital Management position in Q3 2026.
  • JPMorgan BetaBuilders US Mid Cap Equity ETF made up 0.07% of Windsor Capital Management's portfolio in Q3 2026, its #114 holding.
  • 6 funds tracked by Wall St. Rank held JPMorgan BetaBuilders US Mid Cap Equity ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.